Three Major Institutions Heavily Buy Shipping Stocks! This Stock Tops with 56,000+ Shares Bought, Powerchip and Walsin Lihua Hit Hard by Selling

The latest trading data for Taiwan's three major institutional investors was released today (20th). From a capital flow perspective, three clear signals emerged: significant capital rotation into shipping and traditional industries, continued selection of strong stocks and elimination of weak ones in the electronics sector, and noticeable stock switching within the financial sector. Shipping stocks became the biggest capital magnet, with Yang Ming (2609) net bought by over 56,000 shares. Evergreen and Wan Hai also entered the top 10 net buyers. The electronics sector showed a mixed picture: Nanya Technology and Winbond were added to portfolios, but Powerchip (6770) was net sold by nearly 36,000 shares, making it today's top net seller. The financial sector did not see a full retreat—while institutions bought Mega Financial and First Financial, they adjusted positions in CTBC Financial, Taishin Shin Kong Financial, and E.SUN Financial, indicating rapid capital reallocation across sectors and individual stocks.

Looking at major weighted stocks, financials showed divergent movements. Mega Financial and First Financial were net bought by 16,577 and 10,638 shares respectively, making them the most actively purchased large caps. In contrast, CTBC Financial and E.SUN Financial faced profit-taking, with net sells of 15,129 and 8,300 shares respectively. Meanwhile, electronics heavyweight TSMC saw a modest net buy of 1,117 shares by the three institutions.

In the individual stock net buy/sell ranking (excluding ETFs), Yang Ming, China Steel, and Nanya Technology ranked in the top three net buys, each receiving over 27,000 shares in institutional buying. On the net sell side, Powerchip, Walsin Lihua, and AU Optronics were the most heavily adjusted, each net sold by over 17,000 shares.

Top 10 Net Buys

Name/Code　Foreign (Shares)　Trust (Shares)　Dealer (Shares)　Total (Shares) Yang Ming 2609　54,759　-15　2,063　56,807 China Steel 2002　36,280　0　1,849　38,129 Nanya Technology 2408　26,278　809　203　27,289 Far Eastern New Century 1402　17,385　5,788　1,070　24,243 Hansei Aerospace 2634　21,030　0　811　21,840 Taiwan Cement 1101　21,767　0　53　21,820 Winbond 2344　23,136　-3,069　-231　19,837 Wan Hai 2615　17,723　-11　1,644　19,356 Evergreen 2603　16,312　729　3　17,044 Mega Financial 2886　18,678　-2,387　286　16,577

Top 10 Net Sells

Name/Code　Foreign (Shares)　Trust (Shares)　Dealer (Shares)　Total (Shares) Powerchip 6770　-35,016　-290　-646　-35,952 Walsin Lihua 2492　-18,543　0　-586　-19,128 AU Optronics 2409　-13,403　-11　-4,196　-17,610 CTBC Financial 2891　-14,857　-528　255　-15,129 Compal Electronics 2324　-11,642　-180　-2,566　-14,388 Taishin Shin Kong Financial 2887　-19,449　5,342　959　-13,148 Chimei Innolux 6116　-8,565　0　-676　-9,240 E.SUN Financial 2884　-10,516　2,245　-28　-8,300 Nan Ya Plastics 1303　-8,559　3,674　-3,017　-7,903 Micro-Star International 2377　-3,166　-1,719　-1,892　-6,777

ETF Net Buy/Sell Ranking

In ETF market activity, Fu-Hua Future 50 and Yuanta Taiwan 50 Reverse 1 ranked first and second in net buys, while CTBC Taiwan Income and Capital Securities Taiwan Weighted Index 2X ETF ranked first and second in net sells. It should be noted that the dealer column for active and leveraged/inverse ETFs often reflects market-making hedging needs and should not be interpreted as directional trading signals like regular stocks. Additionally, a zero value in the trust column for ETFs is normal.

Top 10 ETF Net Buys

Name/Code　Foreign (Shares)　Trust (Shares)　Dealer (Shares)　Total (Shares) Fu-Hua Future 50 00991A　23,152　0　36,430　59,582 Yuanta Taiwan 50 Reverse 1 00632R　13,138　0　37,747　50,885 Nomura Rare Earth & Key Resources 009821　12,921　0　12,595　25,516 Fubon Taiwan Dragon 00405A　840　0　21,590　22,430 Yuanta US 20Y Bond 2X 00680L　2,779　0　18,833　21,612 Fu-Hua FTSE Real Estate 00712　6,028　0　6,016　12,044 Uni-President Global Innovation 00988A　6,825　0　418　7,242 Yuanta Taiwan High Dividend Low Volatility 00713　958　45　4,195　5,198 Cathay 20Y US Bond 2X 00688L　1,589　0　3,290　4,879 Fubon H-Share 2X 00665L　973　0　2,918　3,891

Top 10 ETF Net Sells

Name/Code　Foreign (Shares)　Trust (Shares)　Dealer (Shares)　Total (Shares) CTBC Taiwan Income 00406A　-277　0　-83,052　-83,328 Capital Securities TW Weighted 2X 00685L　18　0　-30,234　-30,216 Capital Securities Taiwan High Dividend 00919　-9,967　0　-17,106　-27,073 Uni-President Taiwan Growth 00981A　-10,567　0　-15,137　-25,704 Cathay Sustainable High Dividend 00878　1,704　0　-26,695　-24,992 Allianz Global Non-Investment Grade 00984D　0　0　-21,274　-21,274 Capital Securities Preferred Non-Inv Grade 00953B　-618　21,000　-41,479　-21,097 KGI Taiwan TOP50 009816　-18,383　0　76　-18,307 Cathay Taiwan Tech Leaders 00881　387　0　-18,676　-18,289 Uni-President Upgrade 50 00403A　-15,066　0　354　-14,712